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Avantis US Small Cap Value ETF

225 hedge funds and large institutions have $1.75B invested in Avantis US Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+31
Holders Change %
+15.98%
% of All Funds
3.56%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.49%
New
42
Increased
121
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
151
McLean Asset Management
Virginia
$543K +$143K +1,790 +36%
VCM
152
Vivaldi Capital Management
Illinois
$533K +$533K +7,167 New
TFA
153
Triad Financial Advisors
North Carolina
$527K
HA
154
Herold Advisors
New York
$518K +$220K +2,750 +74%
FHA
155
Flagship Harbor Advisors
Massachusetts
$507K +$507K +6,352 New
CAMG
156
CWA Asset Management Group
Florida
$491K +$12.3K +154 +3%
CWA
157
Canvas Wealth Advisors
Kansas
$453K +$453K +5,860 New
DPI
158
Diversified Portfolios Inc
Michigan
$445K +$47.3K +593 +12%
WP
159
WMS Partners
Maryland
$444K +$21.5K +269 +5%
Stifel Financial
160
Stifel Financial
Missouri
$436K +$139K +1,733 +47%
RW
161
RVW Wealth
California
$426K +$426K +5,333 New
PFS
162
Prospera Financial Services
Texas
$426K +$426K +5,335 New
AFS
163
Annapolis Financial Services
Maryland
$418K +$142K +1,777 +51%
BF
164
BOK Financial
Oklahoma
$401K
YIH
165
Y-Intercept (HK)
Hong Kong
$401K +$401K +5,020 New
CW
166
CreativeOne Wealth
Kansas
$395K +$68.4K +855 +21%
MRWM
167
ML&R Wealth Management
Texas
$373K +$79.9K +1,001 +27%
ASFA
168
All Season Financial Advisors
Colorado
$364K +$85.8K +1,076 +31%
PCA
169
Personal Capital Advisors
California
$356K -$8.46K -106 -2%
IWC
170
Integrated Wealth Concepts
Massachusetts
$356K -$3.43K -43 -1%
MAG
171
Mayfair Advisory Group
Alabama
$333K +$60.2K +750 +22%
IC
172
IEQ Capital
California
$319K
MWM
173
Modera Wealth Management
New Jersey
$314K +$3.99K +50 +1%
BWS
174
BCR Wealth Strategies
Alabama
$303K
GTAM
175
Global Trust Asset Management
Florida
$299K -$15.9K -200 -5%